A focused Breakfast Briefing exploring how operational due diligence shapes manager readiness, investor expectations, and compliance strength in today’s regulatory environment.

This Breakfast Briefing featured Michael Merrigan, Founder of Shadmoor Advisors, in a discussion focused on how operational due diligence is shaping manager readiness in today’s environment. The session covered what institutional allocators look for across governance, compliance, cybersecurity, and operational infrastructure, and how ODD teams assess controls, documentation, and firm-wide risk management.

The conversation highlighted the factors that commonly raise red flags during diligence, the expectations emerging managers should anticipate as they scale, and the role of strong compliance testing and oversight in building investor confidence. The event also provided an overview of current ODD trends, practical frameworks for preparation, and real-world considerations for managers navigating heightened regulatory and investor scrutiny.

Event Video